Drive Client Engagement
Engagement doesn’t happen by accident. It happens when you act on the signals your clients give you. Homebot makes it easy to see when someone is curious, exploring options, or ready to take the next step. The key is knowing how to respond in ways that feel timely, personal, and valuable.
This playbook-style guide will walk you through best practices to turn client activity into meaningful conversations.
1. Use the Activity Feed to Spot Client Signals
Your activity feed is a window into client intent. Look for patterns like:
Exploring refinance scenarios
Using financial calculators
Saving property listings
Tuning their homes value
Exploring their selling position
Frequently opening their monthly digest
These behaviors are invitations to engage. Use them to:
Guide with context: “I noticed you ran a refinance scenario. Want me to double-check the numbers with you?”
Start conversations naturally: “I saw you saved a property. Would you like me to connect you with a trusted agent to learn more?”
Ask for referrals (when engagement is strong): “You seem to be getting a lot of value from Homebot. Do you know anyone else who might benefit from this kind of insight?” Pro tip: Let them know about the Share button at the bottom of their Home Digest.
Learn about your Activity Feed here.
2. Turn Financial Calculators into Educational Moments
Financial calculators aren’t just tools, they’re opportunities to educate and advise. When clients explore affordability, short-term potential, or buy-downs, step in to:
Explain the “why” behind the numbers
Clear up confusion and offer tailored advice
Help them connect the dots to their bigger goals
👉 Best Practice: Use calculators as a way to position yourself as the trusted guide who simplifies complex decisions. Education builds confidence, and confidence leads to action.
Learn about our best-in-class financial calculators here.
3. Prioritize Outreach with Key Client Lists (KCLs)
Key Client Lists are designed to help you focus your energy where it matters most. Watch for:
Clients with Likely-to-sell scores of 60+
Homeowners with High equity
If you don’t have a phone number on file, don’t let that stop you. Instead:
Add them to a personalized email campaign outside of Homebot
Send a quick video message (individually or in bulk) to stay top-of-mind
👉 Best Practice: Consistent touchpoints with your most engaged clients increase the chances they’ll choose you when the time is right.
Learn how to send video to Key Clients here.
4. Follow Up on High-Intent Clicks
If a client clicks on your calendar link or loan application link, it’s a clear signal of interest, and we'll populate these events in your activity feed. While Homebot can’t track what happens after they leave the platform, you can still use this activity to follow up quickly:
“I saw you clicked on my calendar link. Would you like me to reserve a time for us to connect?”
“Looks like you started exploring the loan app. Want to hop on a quick call to go over your options together?”
👉 Best Practice: Speed matters. Following up within 24 hours maximizes the chance of converting interest into a conversation.
Learn how to add your calendar and loan application links here.
Final Thought: Engagement is a two-way street. When you consistently respond to signals in Homebot with timely, relevant outreach, clients learn that you’re paying attention and ready to help. That trust is what turns passive curiosity into real conversations and real business.